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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,789 | $91,198-79.4% | $178,503-89.5% | $79,856-76.5% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 11.89% | 24.20%-12.3pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,513 | $3,257+38.6% | $5,011-9.9% | $2,471+82.6% |
| Participant deferral / active EE | $1,148 | $3,237-64.5% | $5,202-77.9% | $3,741-69.3% |
| Admin fee / account holder | $651 | $6,748-90.3% | $13,987-95.3% | $5,306-87.7% |